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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-25
  • TX RA
    APPROVED
    Since 2019-10-25

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

San Marcos, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab And Co., Inc. San Marcos TX 02/2019 Present
Kathleen Brown Attorney At Law, Pllc Wichita Falls TX 05/2018 12/2018
Ut Austin Austin TX 01/2018 05/2018
Instituto Tecnológico Autónomo De México Mexico City 08/2017 12/2017
The Wright Companies Austin TX 08/2015 08/2017
University Of Texas At Austin Austin TX 08/2014 08/2017
  • 02/2019 → Present
    Charles Schwab And Co., Inc.
    San Marcos, TX
  • 05/2018 → 12/2018
    Kathleen Brown Attorney At Law, Pllc
    Wichita Falls, TX
  • 01/2018 → 05/2018
    Ut Austin
    Austin, TX
  • 08/2017 → 12/2017
    Instituto Tecnológico Autónomo De México
    Mexico City
  • 08/2015 → 08/2017
    The Wright Companies
    Austin, TX
  • 08/2014 → 08/2017
    University Of Texas At Austin
    Austin, TX
Other Businesses

1) Olive & Oak|Investment Related: No|Wedding Florist|Florist/Owner|1/1/2023|Less than 20 hour/month - 0 during trading hours|Transitioning to LLC/ co-owned with spouse. Wedding floral business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-25
  • S66 Uniform Combined State Law Examination
    2019-10-25

View on SEC IAPD

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